Yes – you can transfer your InvestEngine ISA to another provider at any time.
Here’s the key information you’ll need:
Fees
We don’t charge any fees for transferring your ISA away.
Transfer Type
We understand how important it is to deliver tax-efficient management for your investments whether they’re with us or another provider. We do our best to support in-specie transfers in as many cases as possible under the following conditions:
- The new provider requests an in-specie transfer. Where the mode of transfer is not stated in the request, cash transfer is presumed. Your new provider should submit their instruction to our Equisoft account. Our reference in Equisoft is ALUSGB21IEP. The process of requesting an in-specie transfer varies by provider, please check with your new provider’s customer support if you are unsure.
- The transfer request needs to be for the full holding within the tax wrapper account. As is industry standard, We do not support in-specie transfer of only part of an account holding.
- Only full units of an ETF can be transferred. Any fractional holdings cannot be re-registered in specie and will be sold-down and transferred as cash. Examples: if you hold 1.1 units of an ETF, 0.1 units will be sold down and 1 unit re-registered in-specie.
- Your new provider needs to support and accept your current ETFs. If this specific ETF is not available with your new provider, they will instruct us to sell down that ETF. Please use ISIN and/or Ticker when checking availability of ETFs across the platforms.
How to start your transfer
To transfer your ISA away from InvestEngine, simply contact your new ISA provider and follow their process.
They will request your current ISA details, which are:
Account Name: InvestEngine
Sort Code: 60-40-05
Account Number: 38385430
Reference Number:
Your unique Investor Reference begins with IC followed by 8 digits.
You can find this under Settings in your InvestEngine account.